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Portfolio (Quarterly) Guide ↗

STRS OHIO

· CIK 0000820478
13F Portfolio $26.7B AUM 2,154 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 313 New 925 Added 818 Reduced 328 Exited
Page 39 of 41  ·  818 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 VIPS VIPSHOP HOLDINGS LTD ADR Consumer Cyclical 5,396.0 $72K -867.0 -13.8% $13.26 +6.4%
762 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 2,900.0 $70K -33K -92.0% $24.20 -36.9%
763 DRS LEONARDO DRS INC Industrials 1,593.0 $68K -218.0 -12.0% $42.67 +5.7%
764 NSA National Storage Affiliates Trust Real Estate 1,501.0 $67K -61K -97.6% $44.47 -2.4%
765 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 5,000.0 $66K -20K -80.1% $13.30 +7.9%
766 HLNE HAMILTON LANE INCCLASS A Financial Services 830.0 $65K -139.0 -14.3% $78.83 +25.8%
767 GPK GRAPHIC PACKAGING HOLDING CO Consumer Cyclical 6,157.0 $65K -846.0 -12.1% $10.57 +5.3%
768 CHH CHOICE HOTELS INTL INC Consumer Cyclical 587.0 $65K -61.0 -9.4% $110.27 -5.1%
769 MRBK MERIDIAN CORP Financial Services 3,200.0 $64K -4K -55.6% $20.03 +0.5%
770 MORN MORNINGSTAR INC Financial Services 410.0 $64K -131.0 -24.2% $156.02 +34.4%
771 RHI ROBERT HALF INC Industrials 2,079.0 $64K -290.0 -12.2% $30.70 +40.9%
772 SMG SCOTTS MIRACLEGRO CO Basic Materials 936.0 $64K -110.0 -10.5% $68.11 -13.3%
773 IPGP IPG PHOTONICS CORP Technology 541.0 $63K -50.0 -8.5% $117.32 -28.1%
774 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 1,000.0 $62K -20K -95.3% $62.22 -5.4%
775 WGS GENEDX HOLDINGS CORP Healthcare 900.0 $62K -1K -60.9% $68.65 +13.9%
776 IAC PEOPLE INC Technology 1,338.0 $62K -271.0 -16.8% $46.16 -0.0%
777 FRPT FRESHPET INC Consumer Defensive 1,020.0 $60K -120.0 -10.5% $59.12 +22.4%
778 CCC CCC INTELLIGENT SOLUTIONS HO Technology 11,555.0 $60K -2K -15.6% $5.16 +30.0%
779 BOKF BOK FINANCIAL CORPORATION Financial Services 398.0 $55K -132.0 -24.9% $138.88 +4.5%
780 CAR AVIS BUDGET GROUP INC Industrials 367.0 $54K -37.0 -9.2% $147.83 -5.5%
Page 39 of 41  ·  818 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 13.4%
Healthcare 9.6%
Industrials 9.4%
Consumer Cyclical 9.1%
Communication Services 9.0%
Consumer Defensive 4.0%
Real Estate 3.4%
Utilities 3.1%
Energy 2.1%